WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.33M
3
+$4.91M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.61M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.56M

Top Sells

1
+$1.43M
2
+$1.16M
3
+$1.11M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$980K
5
BX icon
Blackstone
BX
+$910K

Sector Composition

1 Financials 7.69%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.84%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$266K 0.03%
1,720
+393
402
$266K 0.03%
4,678
+995
403
$265K 0.03%
2,848
-3,594
404
$265K 0.03%
1,961
+892
405
$265K 0.03%
5,267
-78
406
$263K 0.03%
13,261
-202
407
$263K 0.03%
13,883
-162
408
$263K 0.03%
+23,000
409
$263K 0.03%
222
-75
410
$261K 0.03%
5,075
+451
411
$256K 0.02%
3,749
+688
412
$255K 0.02%
2,000
+92
413
$253K 0.02%
4,689
+1,194
414
$252K 0.02%
2,408
+496
415
$251K 0.02%
2,973
+213
416
$250K 0.02%
10,235
-1,530
417
$250K 0.02%
7,570
-1,100
418
$250K 0.02%
3,197
-961
419
$248K 0.02%
548
+15
420
$247K 0.02%
8,005
-2,259
421
$247K 0.02%
13,491
+3,864
422
$245K 0.02%
4,366
-883
423
$244K 0.02%
7,150
+5,204
424
$244K 0.02%
3,116
+114
425
$238K 0.02%
2,390
-61
15 16
17
18 19